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Abigail Johnson, the president of Fidelity Financial Services, the parent company of mutual fund giant Fidelity Investments, is on a roll.
October 5 -
About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International.
October 5 -
In spite of all the worries about investor sentiment amidst a sluggish recovery, assets in mutual funds and ETFs both hit record highs in August, with $8.8 trillion and $1.2 trillion, respectively., according to Cerulli.
October 5 -
Total money market mutual fund assets dropped by $11.64 billion to $2.564 trillion for the week ended Wednesday, October 3, according to the Investment Company Institute.
October 5 -
The idea of an advisory council leaves many advisors apprehensive, but to generate new ideas, it is critical to speak with a group of clients and prospects on a regular basis to find out what's wrong (and what's right) about your practice.
October 4 -
Check out what the mainstream media is writing about wealth management and financial planning this week: Will bond buying erase debt, 25 ways to waste money, declaring independence and more.
October 4 -
The Long Short Interest Rate Strategy Fund is getting a new facelift.
October 4 -
Discounted mutual fund investing platform provider SaveDaily is now offering open-end mutual fund and exchange-traded fund data from Morningstar.
October 4 -
Multi-manager shop Virtus Investment Partners has unveiled a new manager, Newfound Investments, which will expand Virtus' offerings to include rules-based strategies to manage a variety of asset classes.
October 4 -
Wells Fargo has tapped firm executive Jim Hays to serve as executive vice president and head of wealth brokerage services.
October 4
